A father-son duo who were part of the transition of financial advisors from First Republic to JPMorgan left the megabank to join up in a newly rebranded office of Steward Partners. Zach and Barry Berg ...
Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.
A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.